CYPRESS POINT INVESTMENT MANAGEMENT LP — 13F Holdings & Portfolio
CIK 2058475 · latest 13F-HR filed 2026-05-15
CYPRESS POINT INVESTMENT MANAGEMENT LP manages $424.5M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BAND (6.65%), PCOR (6.52%), SRAD (6.51%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 4, added to 13, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$424.5M
Long-equity book
32
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −4 / ↑13 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SERVICETITAN INC$22.0M +610.2%
- PAYMENTUS HOLDINGS INC$13.0M +157.2%
- DYNATRACE INC$7.0M +164.2%
- WAYFAIR INC$4.9M +144.5%
- BANDWIDTH INC$4.9M +20.9%
Top Trims
- GENIUS SPORTS LIMITED-$16.9M -49.1%
- DRAFTKINGS INC NEW-$14.6M -69.1%
- BLEND LABS INC-$11.3M -31.4%
- Q2 HLDGS INC-$10.0M -30.2%
- SENTINELONE INC-$7.3M -29.5%
New Positions
- MONGODB INC$7.9M
- GUIDEWIRE SOFTWARE INC$7.3M
- WORKIVA INC$6.1M
- NEBIUS GROUP N.V.$2.8M
- UNITY SOFTWARE INC$1.7M
Exited Positions
- SPRINKLR INC$17.6M
- DOCUSIGN INC$15.6M
- ZOOMINFO TECHNOLOGIES INC$15.2M
- NETSKOPE INC$2.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BANDWIDTH INC | BAND | 05988J103 | $28.2M | 6.65% | 1,583,199 | SH |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $27.7M | 6.52% | 485,624 | SH |
| 3 | SPORTRADAR GROUP AG | SRAD | H8088L103 | $27.6M | 6.51% | 1,650,473 | SH |
| 4 | SERVICETITAN INC | TTAN | 81764X103 | $25.6M | 6.03% | 403,602 | SH |
| 5 | BLEND LABS INC | BLND | 09352U108 | $24.7M | 5.82% | 14,537,172 | SH |
| 6 | Q2 HLDGS INC | QTWO | 74736L109 | $23.2M | 5.47% | 490,791 | SH |
| 7 | JFROG LTD | FROG | M6191J100 | $21.8M | 5.13% | 463,936 | SH |
| 8 | PAYMENTUS HOLDINGS INC | PAY | 70439P108 | $21.3M | 5.02% | 839,633 | SH |
| 9 | UDEMY INC | UDMY | 902685106 | $21.2M | 5.00% | 4,589,648 | SH |
| 10 | FRESHWORKS INC | FRSH | 358054104 | $20.3M | 4.78% | 2,529,388 | SH |
| 11 | GENIUS SPORTS LIMITED | GENI | G3934V109 | $17.5M | 4.13% | 3,956,269 | SH |
| 12 | SENTINELONE INC | S | 81730H109 | $17.4M | 4.10% | 1,351,046 | SH |
| 13 | ELASTIC N V | ESTC | N14506104 | $15.6M | 3.68% | 312,312 | SH |
| 14 | DATADOG INC | DDOG | 23804L103 | $13.6M | 3.21% | 115,448 | SH |
| 15 | PLANET LABS PBC | PL | 72703X106 | $12.0M | 2.83% | 429,597 | SH |
| 16 | DYNATRACE INC | DT | 268150109 | $11.3M | 2.65% | 304,545 | SH |
| 17 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $11.2M | 2.63% | 97,199 | SH |
| 18 | SNOWFLAKE INC | SNOW | 833445109 | $9.4M | 2.21% | 62,321 | SH |
| 19 | WAYFAIR INC | W | 94419L101 | $8.3M | 1.97% | 110,917 | SH |
| 20 | MONGODB INC | MDB | 60937P106 | $7.9M | 1.85% | 32,140 | SH |
| 21 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $7.3M | 1.71% | 48,589 | SH |
| 22 | SAILPOINT INC | SAIL | 78781J109 | $7.0M | 1.64% | 527,249 | SH |
| 23 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $6.5M | 1.54% | 302,140 | SH |
| 24 | VERTEX INC | VERX | 92538J106 | $6.4M | 1.50% | 535,901 | SH |
| 25 | WORKIVA INC | WK | 98139A105 | $6.1M | 1.44% | 102,698 | SH |
| 26 | COMPASS INC | COMP | 20464U100 | $5.6M | 1.33% | 772,459 | SH |
| 27 | CLOUDFLARE INC | NET | 18915M107 | $5.1M | 1.21% | 24,931 | SH |
| 28 | SOFI TECHNOLOGIES INC | SOFI | 83406F102 | $4.3M | 1.02% | 273,294 | SH |
| 29 | NCINO INC | NCNO | 63947X101 | $4.1M | 0.97% | 275,161 | SH |
| 30 | NEBIUS GROUP N.V. | NBIS | N97284108 | $2.8M | 0.67% | 27,245 | SH |
| 31 | UNITY SOFTWARE INC | U | 91332U101 | $1.7M | 0.39% | 75,692 | SH |
| 32 | AIRBNB INC | ABNB | 009066101 | $1.6M | 0.37% | 12,491 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $424.5M | 32 | 0001104659-26-062346 |
| 2025-12-31 | 2026-02-17 | $465.0M | 31 | 0001104659-26-016133 |